What is admin approval?
Requiring admin approval is a campaign setting that adds scheduled gifts to an order queue so the admin can review and approve each order before it is sent. If this setting is enabled, every gift sent through the campaign must go through the approval queue regardless of who schedules it.
How to enable admin approval
Admin approval can be activated for any standard or smart campaign through the campaign settings. For instructions on creating a new campaign, please refer to these articles.
To add admin approval to an existing campaign:
Open the campaign's details by selecting it from the Campaigns section of your account.
On the left side panel of the campaign details, select Edit.
In the Details section of the General page, select the toggle under Require Admin Approval.
With the setting enabled, simply continue through the rest of the campaign settings until you reach Update Campaign.
How to review and approve pending orders
Navigate to your Approval Queue by clicking on the Orders dropdown off the top menu bar and selecting Approval Queue.
On the main page of your approval queue, you can see an overview of each order that needs approval. To quickly approve from the main page, you can select the order(s) and then click Approve at the top of the page.
To review the orders first, select the order number to open the order details. After you've reviewed the orders, you can use the Approve Order or Cancel Order button at the top of the page.
